Question 1

How many shares of SGOV does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 139,075 shares of SGOV (ISHARES 0-3 MONTH TREASURY B).

Question 2

What is &PARTNERS's SGOV position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's SGOV position is worth $14.3M.

Question 3

Is &PARTNERS buying or selling SGOV?

Accepted Answer

In 2026-Q2, &PARTNERS increased their SGOV position (+1.9% change in shares).

Question 4

When did &PARTNERS first buy SGOV?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in SGOV in 2024-Q3. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	139,075	+1.9%	$14.3M	0.1%	$100.07	29
2026-Q1	Increased	136,429	+83.8%	$15.2M	0.1%	$99.18	44
2025-Q4	Decreased	74,233	-38.3%	$7.4M	0.0%	$98.33	0
2025-Q3	Increased	120,314	+7.3%	$12.4M	0.1%	$97.35	30
2025-Q2	Increased	112,084	+132.5%	$11.3M	0.1%	$96.31	45
2025-Q1	Increased	48,217	+233.1%	$4.9M	0.1%	$95.30	43
2024-Q4	Increased	14,475	+37.4%	$1.5M	0.0%	$94.33	33
2024-Q3	Increased	10,539	+66.6%	$1.1M	0.0%	$93.21	37

SGOVShowing 8 of 12 quarters

SGOV
Showing 8 of 12 quarters